YOVAX Mutual Fund
YOVAX Mutual Fund
YOVAX Mutual Fund
Yorktown Small Cap Fund Class A
YOVAX Mutual Fund Overview
YOVAX Mutual Fund (Yorktown Small Cap Fund Class A) is managed by Yorktown Funds with $1.8M in net assets. YOVAX expense ratio is 1.60%, holding 97 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2016-05-09.
YOVAX performance shows a YTD return of 6.58%. The 1-year return is 6.89% and the 5-year return is 2.20%.
YOVAX top holdings include Aitc-Bank Deposit-4699-354 (2.5%), Ionq, Inc. Pipe (2.4%), Guardant Health Inc (2.1%), Acm Research Inc (1.9%), Mueller Industries Inc (1.7%). Go to all YOVAX holdings, YOVAX sectors, or YOVAX dividends.
YOVAX can be compared against other funds. Use YOVAX overlap to find shared positions, or YOVAX vs another fund for a side-by-side view. YOVAX alternatives are available via the screener, along with tax-loss harvesting opportunities.